Form Builder
In Fluix Forms section, you can create fillable and dynamic forms and add them to Taskstreams, so that your team will be able to collect data on mobile devices and submit it down the flow.
To create a form, navigate to Menu -> Forms, and click Create Form. In the opened window, you will see two options to select from:
- Document View – a static fillable PDF form;
- Dynamic View – a fillable PDF with dynamic layouts and the possibility to add conditions to the fields in the form;
Upon selecting the form’s view and typing the form’s name, the form builder will open, allowing you to start building the form in question.
How to create a static PDF in Fluix?
On the left, you will see a menu with a list of elements that can be used to create a form. Click on the element to add it.
The elements are divided into three different groups:
- Blocks – allow using presets of the most commonly used fields combined into blocks for your convenience.
- Layout – lets customizing your forms by adding the text, your company’s logo, and divider.
- Fields – provide you with the fields of different types to allow users to fill out the most relevant information.
Once the element is added, you may do the following:
- Modify its properties by clicking on the added field on the page.
Please note: depending on the field’s type (e.g. text field, number field etc), different modifications will be suggested.
- Duplicate or delete the element by hovering it over and selecting the option.
- Select one or multiple elements by clicking on it/them, continuing to hold down to draw a selection box, and selecting the necessary element(s).
- Move one or multiple elements through the page by a simple drag-and-drop.
- Undo the action done earlier or redo it to discard the results of the last Undo action by clicking on the arrows.
- Report a problem by clicking on the exclamation mark near the Discard button.
Additionally, you may modify pages of your form:
- To add a new page, click Add Page at the bottom of each page.
- To delete the page, click a garbage icon on the top right side of the page.
Once the form is ready, click Create Form in the upper right corner to save the form.Once done, the form will appear in the Forms section from where you may select it while configuring a Taskstream.
How to create a dynamic PDF in Fluix?
In the Forms section, click Create Form, and select the Dynamic View option. Add the name of the form and click the Create button.
In the Dynamic Form Builder, there are two tabs:
- Form creation tab – displays a menu with a list of elements that can be used to create a form. Click on the element to add it or drag and drop it to the centre to start creating your form.
- Condition setup tab – here you can configure the conditions for different fields in the form to make them required, read-only, and hidden dynamically based on the options the users select in the form.
To learn more on how to build Dynamic forms from scratch, visit our FeatureTutorial center.
In case you have any questions on setup, contact our team at support@fluix.io and we’ll be happy to help you.
